Eden Rose
Senior IFA Administrator
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Senior IFA Administrator
Job Ref 90728
Location York
Salary £30,000 - £35,000 per annum
Employment Type Permanent
Senior Financial Services Administrator (IFA) – York
We’re supporting a highly reputable Chartered Financial Planning firm in York, known for its exceptional client service, supportive team culture, and a people-first approach. They are now looking for an experienced Senior Financial Services Administrator to join their growing team.
The Role
This is a senior-level position for an administrator confident in end-to-end IFA administration. You will collaborate closely with Financial Planners, managing complex cases, preparing documentation, and ensuring a smooth client experience from initial contact through to completion.
Key Responsibilities:
- Managing your own workload with precision and accountability
- Supporting Financial Planners in diary management, meeting preparation, and client communications
- Attending client meetings and addressing complex technical cases
- Processing new business and overseeing end-to-end case progression
- Preparing high-quality documentation, meeting notes, and suitability report drafts
- Ensuring compliance and upholding high professional standards
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Requirements
What We’re Looking For:
- Strong experience in IFA/financial planning administration
- Deep understanding of pensions, investments, and protection products
- Confident proficiency in financial services platforms and CRM systems
- Exceptional communication, organisational skills, and attention to detail
- Proactive, dependable, and capable of working independently
- A collaborative team player who contributes positively to workplace culture
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Benefits
What’s On Offer:
- A welcoming, supportive, and team-focused environment
- Recognition and appreciation for your contributions
- Comprehensive benefits package including:
- Access to a healthcare scheme
- Bonus opportunities
- Pension contributions
- Gym membership
- Regular funded social events
- A meaningful role where you are part of a close-knit, high-performing team
If you’re an experienced IFA Administrator ready to step into a senior role with real impact, please get in touch for more details.
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